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Bogle Investment Management’s DaVita DVA Stock Holding History

Bogle Investment Management’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-58,005
Closed -$4.59M – 250
2020
Q2 		$4.59M Sell
58,005
-88,995
-61% -$6.95M 0.76% 30
2020
Q1 		$11.2M Buy
147,000
+140,100
+2,030% +$11M 1.17% 6
2019
Q4 		$518K Buy
+6,900
New +$458K 0.05% 219
2017
Q3 		– Sell
-175,707
Closed -$11.4M – 301
2017
Q2 		$11.4M Buy
175,707
+3,600
+2% +$238K 0.83% 39
2017
Q1 		$11.7M Buy
+172,107
New +$11.4M 0.82% 49

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bogle Investment Management's DVA Position: Q3 2020 in Review

Bogle Investment Management sold out of DaVita (DVA) in Q3 2020, closing a stake of 58,005 shares — an estimated $4.59M sold.

Bogle Investment Management first reported a position in DVA in Q1 2017 and held it in 5 quarters. The position peaked at $11.7M in Q1 2017. 488 funds tracked by Wall St. Rank hold DVA as of Q3 2020.

  • Bogle Investment Management reported no remaining DaVita position as of Q3 2020 after selling out during the quarter.
  • Bogle Investment Management sold 58,005 DaVita shares in Q3 2020, an estimated $4.59M.
  • Bogle Investment Management first reported a position in DaVita in Q1 2017 and held it in 5 quarters.
  • Bogle Investment Management's DaVita position peaked at $11.7M in Q1 2017.
  • 488 funds tracked by Wall St. Rank held DaVita as of Q3 2020.

Based on Bogle Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.